Strategy Performance

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As at 30/09/20251 Month3 Months1 Year3 Years p.a.5 Years p.a.Since
Inception p.a.
Ellerston Australian Emerging Leaders Strategy 1.9% 16.0% 30.0% 23.0% 14.3% 13.9%
S&P/ASX Small Ordinaries Accumulation Index 3.4% 15.3% 21.5% 15.5% 9.3% 7.1%
Alpha-1.5% 0.7% 8.5% 7.5% 5.0% 6.8%

Disclaimer

*Inception date of strategy performance is 1 October 2019. Strategy performance until 13 August 2021 is based off a mandate run for a large institutional client. From 16 August 2021, performance is then based off the return of the Ellerston Australian emerging Leaders Fund – Class A Units )ECL 6748AU), which was run pari-passu with the mandate. All returns assume a MER of 1.10% p.a. and a 20% performance fee. Past performance is not a reliable indication of future performance.

Strategy Performance

Download
As at 30/09/2025 1 Month3 Months1 Year3 Years p.a.5 Years p.a.Since
Inception p.a.
Ellerston Australian Emerging Leaders Strategy 1.9% 16.0% 30.0% 23.0% 14.3% 13.9%
S&P/ASX Small Ordinaries Accumulation Index 3.4% 15.3% 21.5% 15.5% 9.3% 7.1%
Alpha-1.5% 0.7% 8.5% 7.5% 5.0% 6.8%

Disclaimer

*Inception date of strategy performance is 1 October 2019. Strategy performance until 13 August 2021 is based off a mandate run for a large institutional client. From 16 August 2021, performance is then based off the return of the Ellerston Australian emerging Leaders Fund – Class A Units )ECL 6748AU), which was run pari-passu with the mandate. All returns assume a MER of 1.10% p.a. and a 20% performance fee. Past performance is not a reliable indication of future performance.